Asgard raises the bar
Wayne Wilson
Asgard Wealth Solutions has adopted external platform interface (EPI) standards so financial planners will be able to automatically export customer data directly to their desktops.
Commenting on the improvement of the firm’s eWRAP Elements and Master Trust products, Asgard general manager of distribution Wayne Wilson said financial planning software is an integral part of an adviser’s business process.
“Automating the data feeds saves them time and eliminates the error that can result from manually downloading information into their chosen financial planning software,” he said.
The EPI standards are a common protocol for the transfer of information from platforms to front-end software that eliminates the need for data to be re-keyed between systems, improving efficiency.
AUTHOR
George Liondis
Recommended for you
Adviser Ratings has explored whether there is a financial benefit to advice firms seeking to have a specialised client base in terms of client assets and fees charged.
The Federal Court has approved the $16 million class action settlement regarding Dixon Advisory and Superannuation Services.
Praemium’s Powerwrap platform experienced net outflows of $53 million as advisers continued to transition, bringing total gross outflows from these transitioning advisers to over $700 million.
The wealth management company reported $544 million of inflows from financial advisers in the first quarter of 2024.
